issue in file uploading
while uploading file into quotes module i am getting the following error. https://crm.zoho.com/crm/private/xml/Quotes/uploadFile?authtoken=".$authtoken."&scope=crmapi file path : http://creatorexport.zoho.com/DownloadFile.do?filepath=/1355384663709_theater-in-the-round.jpg&sharedBy=adithya1&appLinkName=ibanquet-lab&viewLinkName=room_templates_View <response uri="/crm/private/xml/Leads/uploadFile"> <error> <code> 4424</code> <message> Unable to process your request. Please verify whether you have
Where is the object fields documentation?
Hi, I am trying to find documentations about Fields for Accounts, Contacts, and so on. I tried to locate it, but I can't find it anywhere. I know that you can use rest API to get that info, such as getFields. But, isn't there supposed to be a documentation somewhere stating what it has? I don't feel like it make sense to ask developer to call an API to just view what are the exact field names are for a specific module Thanks in advance!
Create custom fields using the api
Hi, We want to create few custom fields in Contacts module using API. Is there any way to create custom fields by API. Already we checked a post that 1 year ago vijay.sekar replied that "Currently creating custom fields is not supported in ZohoCRM API.Please get back to us if you need further clarification." Is this feature developed? Regards, Hadi
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy if someone will help me please All the best Moshe
Integrate form in Zoho
Hi, I would like a form on the website to be integrated with our Zoho CRM. Can you setup the form to automatically add a new lead to Zoho when submitted? The site is in wordpress so php code can be used for this. Thanks.
Having Problem in retrieving products from API using getMyRecords
Hello, I am trying to run the code that Zoho API documentation provided. I trying this example http://www.zoho.com/crm/help/api/examples.html#2._Fetch_Records_from_the I have generated token and using it correctly. I am using XAMPP. I had also tried to print CURL response i8nside sendCurlRequest($url, $parameter) function. I tried echo "Result".$result; but it returns nothing. The code also gives below errors: Warning: simplexml_load_string() [function.simplexml-load-string]: Entity: line 1: parser
I want to see the actual age of my prospects or customers
How can I get to a list that shows the actual age of my customers? Currently it shows in the way of 5/03/1945 I want to be able to separate the list show the age for example "64".. So if I were to print off a list ..I can tell it that I want everybody who is 64 years old.. Or everybody who is 54..etc or everybody's who wedding anniversary is 20 year anniversary
4600 Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hi This is my lead creation xml <?xml version='1.0' encoding='UTF-8'?><Leads><row no='1'><FL val='Lead Source'>Web Download</FL><FL val='Company'>MHS</FL><FL val='First Name'>Hannah</FL><FL val='Last Name'>Smith</FL><FL val='Email'>testing@testing.com</FL><FL val='Title'>Manager</FL><FL val='Phone'>1234567890</FL><FL val='Home Phone'>0987654321</FL><FL val='Other Phone'>1212211212</FL><FL val='Fax'>02927272626</FL><FL val='Mobile'>292827622</FL></row></Leads> The response is same as many people have
API problem with Create Leads
Hi I am getting Here is my xml data. I can see that many guys have similar issues and many threads are present without any answers. Please help. <?xml version='1.0' encoding='UTF-8'?><Leads><row no='1'><FL val='Lead Source'>Web Download</FL><FL val='Company'>MHS</FL><FL val='First Name'>Hannah</FL><FL val='Last Name'>Smith</FL><FL val='Email'>testing@testing.com</FL><FL val='Title'>Manager</FL><FL val='Phone'>1234567890</FL><FL val='Home Phone'>0987654321</FL><FL val='Other Phone'>1212211212</FL><FL
API Keys and API limits for accounts with multiple users
Howdy, We have an enterprise account with 10 users, and I have made an API key to use with a custom application that automates inputting records into Zoho CRM. I understand that there's a 250 request limit per user. Does this mean I have to have separate API keys and rotate through them, or am I able to use the single unified API key that would support 2,500 requests? Also is this 250 limit per type of request, or is a blanket across all requests? Thanks, Vincent
ZOHO XML submission issue in iframe
I'm successfully connecting the following form and send data to ZOHO account. http://www.lessonmatch.com/full-form/full-form.php When you Click on the "Get Free Lesson" button in home page http://www.lessonmatch.com/, it loads the same form using an iframe. But when you submit the form, you get the following error. 4600Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. Please help me to fix this. Thanks in advance, Sam
Admin privileges and api access for custom fields
I have a professional account. I need assistance for two points. 1. I am developing a web application to integrate the existing professional ZOHO account. i also have created a demo basic account to test a new application which is being developed by my developer. So, i wanted to know if i can have a demo account where i can use the all administration privileges similar to my existing professional account? The reason i want this is, i can not use the existing professional account for testing the new
Customizing web-to-lead form: email user
Hi I want to customize the Zoho web-to-lead form so that any users of the form get a confirmation email when they submit. I am able to modify the code as I have HTML, PHP and CSS experience. However, I'm not sure how to achieve the results I want and need some guidance on this. Any help is appreciated! Thanks, Rob
When Insert Multiple Records, The IDs in the Response are Disordered
Hi, After inserting multiple records into CRM by calling CRM insertRecords API, I want to get the ID for each inserted records. But I found the IDs in the response are not in the same order as the records in the request. So, I can not tell which ID is for which record inserted. Please help. Thanks and regards, Sheldon
Autofill subform generated from crm
I need to have a subform auto fill product information from crm. So far I have this script: crmresp = zoho.crm.getRecordById("Products", row.Product_Name_ID); row.Product_ID = crmresp.get("Product Code"); I put this in on user action in the subform field Product Name.
php error 4422
Hello, i use your PHP example "Fetch Records from the "Leads" Module" and i get error 4422:There is no data to show. And if i paste into the browser the link with token,scope and selected columns everything is ok.
Problems with potentials
When trying to enter a potential for an account, the revenue space will not allow any number to be entered, and the potential won't get saved.
Leadlander integration -
Does Zoho integrate with LeadLander by any chance? Or, has someone developed a way to shovel leads from leadlander into Zoho?
Creating email template using custom field | Type Url
I'm trying to add a custom field to my email template with the type set to URL The available modules to choose from are Accounts Conatcts User Vendor Organisation Only fields from the folloing modules show when added to the email template Contact Vendor Organisation I created the URL custome field under contacts and then added the field to the email the contents of the field showed the link was not usable and had to do a cut and paste into the browser What can I do to make this work a: in
BUG: Records randomly disappearing from searches in Zoho CRM and from API results
This problem has appeared over the last couple of weeks. Occasionally, a lead or contact record will "disappear" from the search results. That is, searching by name or any other info will yield zero search results. The record is still there when browsing through the list of records, or when accessing it directly via the url (with the correct contact id or lead id). Re-saving the record will sometimes fix the issue (assuming the record can even be found in the first place). We have also started
Is there a way to query Accounts with a SystemModified date greater than a given value?
A SystemModified date can be understood as the timestamp at the moment an Account or any of its related objects (like contacts) were last modified. We need a way to query the Accounts that have been modified or which contacts has been modified. Does such a thing exists? Thanks in advance. P.S. We need this because we query the Accounts modified since our last execution and extract the Account Info and its Contacts Info to update this data in our database. The problem is that when a contact is added
zapier.com integration
I used the API so have all new leads in Zoho create a contact in BombBomb using zapier.com. I got a message that "This is to alert you that you have exceeded the maximum API requests available to you on your Zoho CRM edition for Today." It said I exceeded 250 API requests on a day where I did not even use zoho. There are only 10 contacts in zoho currently. How do I fix this?
Importing invoice to zoho from amember billing system
We r using amember billing system and we want to use our customer related information on zoho crm as well, the API method insertRecord is working for Contacts but we can not insert invoice into them and we dont have an idea how to insert invoice to CRM the code we r using to insert Contacts is <?php $xml = '<?xml version="1.0" encoding="UTF-8"?> <Contacts> <row no="1"> <FL val="First Name">aqeel</FL> <FL val="Last Name">ahmed</FL> <FL val="Email">aqeel@test.com</FL>
migration
Looking for someone who is an expert in migration of data into CRM. we have multi relationship setup. if anyone has any question please ask
Record insertion having multiple databases.
Hi, Hope you are doing great! 1. I need a clarification on insertion of record though API using post method having with multiple databases. for example the URL I'm using is BusinessMetrics-Test - Database Dummy - tablename https://crm.zoho.com/crm/private/xml/BusinessMetrics-Test/Dummy/insertRecords? 2. How to post content? and which is best way to post? <dummy><row><FL val=\'AccountName\'>company name</FL></row</dummy> Please let me know if you have any suggestions. Thanks for your help Pradeep
Printing Shipping Labels
I am attempting to send prepaid shipping labels to my clients. We are using Stamps.com and we are spending lots of time managing and reentering the shipping data. Is there any kind of Stamps.com integration in the works or perhaps some other vendor you could recommend that we could use to send prepaid shipping labels out via USPS? Thanks for your time.
NEED HELP ASAP
How can i setup configuration of mx records on dot,tk. I really bit confused. Best regards, Algae Densing
WADL for ZOHO CRM
is there a WADL for ZOHO CRM?
Can you insert Account Record Using insertRecords Method?
I would like to insert a Customer ACCOUNT using the API. I reviewed the methods for "insertRecords" and "updateRecords", but only see the ability to insert and update LEADS. Is it possible to insert and update an ACCOUNT record? If so, would the Request URL be like below? Thank you. ttps://crm.zoho.com/crm/private/xml/Accounts/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data
uploadFile API
Hi there, When trying to post to the API I always get the response 'Invalid Ticket Id' with error code 4834. I thought the api key/ticket method was no longer used and instead we should be using the authtoken (which is what I'm doing)? Thanks
Getting error 4834Invalid Ticket Id while inserting a new lead
<?php //Get your auth code through the ZoHo $auth = 'my api key here'; $name='nit'; $surname='test'; $email='n@gmail.com'; // This is a very basic lead. // See https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Sample_Lead_XMLDATA $xml = '<Leads> <row no="1"> <FL val="Lead Source">Website</FL> <FL val="First Name">'.$name.'</FL> <FL val="Last Name">'.$surname.'</FL> <FL val="Email">'.$email.'</FL> </row> </Leads>'; //Initialize connection $ch = curl_init('https://crm.zoho.com/crm/private/xml/Leads/insertRecords');
fetching related records from Leads and Cases, which is present in Contacts module
Hi, We have a custom field 'Reference Number', auto increment number in Contacts Module. We are able to fetch the record using getSearchRecords API. https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecords?authtoken=...&scope=crmapi&selectColumns=All&searchCondition=(Reference Number|=|EZ1020)&newFormat=2 But we are not able to find a common field which links Contacts and Leads & Contacts & Cases. Which is the common field and how / where to determine or set this up. regards Mani
Why can't you use attachments features on Android but on iphone everything works?
Hi there, My business requires for legal reasons to have attachments of customer information that I need to view and upload at the same time on an Android. Please inform me of the Fix dates
Why is CVrecords limited to 250 API calls per day, regardless of version
We are a Zoho Professional subscriber trying to link Campaign Monitor subscriptions to Zoho leads. We have already gotten Zapier, our connection service, to reduce call frequency to every 30 minutes. Why is the Zoho API limit only 250 for CVRecords requests... the only type of request we actually use? When will this be increased?
Increase API limit for CVrecords from 250 to 500
We are using Zapier to add Campaign Monitor Subscribers to Zoho as leads. I have already worked with Zapier to reduce our call interval to every 30 minutes instead of every 15, but we are still exceeding our allotment of 250 calls a day for CVrecords. Limiting users to 250 calls a day, no matter what edition we are on, seems a bit stingy to me. Surely Zoho can increase its API call limit at least slightly. My next step is to ask Zapier to change our call interval to once an hour. They have been
Parsing getRecords Response in C#?
Hello All, Does anyone have a good example of how to parse a getRecords Contact JSON Response in C# (.NET)? Thanks
The fromIndex API Method is not working
Hello All, I am new to Zoho API. Using the API documentation, I was able to create a TokenAuth and fetch the list of the first set of Contacts in our account using the following API call: https://crm.zoho.com/crm/private/json/Contacts/getRecords?authtoken=TOKEN&scope=crmapi This gives me the first 20 records. Now I want to fetch the next 20, so I tried the following: https://crm.zoho.com/crm/private/json/Contacts/getRecords?authtoken=TOKEN&scope=crmapi&fromIndex=20 Unfortunately this does not seem
Customization
I am a happy Zoho CRM user and have been for a few years now! I have a question. Our business is growing, but we do not want to outgrow Zoho. Is there a way to hire someone to customize Zoho so that it can meet our expanding needs? I would be glad to provide a brief list of the additional capabilities we are looking for. Thanks! Brian
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